Why Trump’s Big Beautiful Bill could bring a reckoning to the bond market

Why Trump’s Big Beautiful Bill could bring a reckoning to the bond market

Wild movements in the bond market have been one of the biggest stories on Wall Street in 2025. In part, the climb in yields on US debt has reflected rising concerns about the country’s fiscal position. Those worries have now been compounded by a new Trump tax bill that promises to add trillions to the US’s already bloated deficit. While professionals say investors haven’t lost trust in the US’s ability to honor its debt, they will continue to demand higher yields to compensate for the rising risk. That could have major ramifications in markets for everything from the demand for Nvidia’s (NVDA) stock to housing. Yahoo Finance executive editor Brian Sozzi talks on the Opening Bid podcast with BlackRock (BLK) Global Chief Investment Officer of Fixed Income Rick Rieder, one of the top minds in the bond market. Rieder reveals his latest thinking on fixed income as he manages $2.7 trillion in assets at BlackRock. Rieder also weighs in on the outlook for stocks in the face of what could be higher interest rates for longer from the Federal Reserve. Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens. Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(251)

How HYROX built $100M business with no outside funding

How HYROX built $100M business with no outside funding

The business of pushing your physical max is lucrative. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with HYROX co-founder and CEO Christian Toetzke. HYROX wa...

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Only 10% enjoy shopping for clothes — Stitch Fix wants to change that

Only 10% enjoy shopping for clothes — Stitch Fix wants to change that

Retail turnarounds aren’t easy. That’s especially the case now as the Trump administration tariffs weigh on apparel margins and consumer sentiment. Can one be pulled off successfully against this unce...

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The race to build the next trillion dollar company

The race to build the next trillion dollar company

They were private companies before the hot 2025 class of IPOs like CoreWeave (CRWV) and Gemini (GEMI) came to market. These companies had leaders who had to raise capital to fuel their growth ambition...

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The truth about bubbles, FOMO, and why stock valuations defy logic

The truth about bubbles, FOMO, and why stock valuations defy logic

Ever wonder about the psychology driving the economy and stock market? Why do investors embrace weak companies? Why do inventors ignore some strong companies? What triggers the start of asset price bu...

22 Okt 202521min

Why Coach's former CEO says America's future depends on immigrants.

Why Coach's former CEO says America's future depends on immigrants.

Before it was known as Tapestry (TPR) and an owner of the Coach and Kate Spade Brands, Coach was just Coach — maker of handbags and accessories that dominated mall racks. But like with every retailer ...

20 Okt 202525min

Why AI stocks stay sexy

Why AI stocks stay sexy

It has been another money-making year for investors by and large. Crypto prices are near records, AI-exposed stocks continue to perform well, and Wall Street strategists have begun to come out more bu...

18 Okt 202529min

Starbucks CEO reveals secret AI barista that predicts your order

Starbucks CEO reveals secret AI barista that predicts your order

Bringing a restaurant industry icon back to a fully caffeinated status. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with Starbucks (SBUX) CEO Brian Niccol fr...

16 Okt 202525min

Okta’s CEO on the hidden dangers of AI agents in the workplace

Okta’s CEO on the hidden dangers of AI agents in the workplace

AI development is moving at lightning-fast speeds. Agents are spreading inside companies as executives seek to increase productivity from workers and save money. However, the issue now rising to the f...

15 Okt 202526min

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